Financial planning that brings structure, direction and confidence to your wealth.
Modern life is busy, responsibilities compete, and financial decisions can easily become fragmented. This service is built to bring everything together. Your goals, your assets, your plans. Into a strategy that feels coherent, measured and built to last.
Effective planning starts with understanding what you want your wealth to achieve. From there, the focus is on creating a framework that simplifies decision-making, anticipates the future and removes unnecessary uncertainty.
Who This Service Supports
Professionals, business owners, families and individuals with meaningful assets often face overlapping decisions around tax, pensions, investing and long-term planning. Even without crossing borders, the rules can be complicated and the implications long-lasting.
Where lives do involve more than one jurisdiction, advice is structured to ensure everything works smoothly together but this is one part of the work, not the headline.
The goal is simple: to make your financial life feel aligned, organised and confidently managed.
How the Planning Helps
You can expect:
What This Means for You
Whether you’re building wealth, preparing for retirement, planning for family, structuring your assets, or simply wanting a more organised financial life, you gain a framework that ensures everything works together with purpose and precision.
The result is confidence not from guesswork, but from a plan designed around your life and built to stand the test of time.
I am a Chartered Member of the CISI specialising in international financial planning and cross-border wealth management. I regularly write on personal finance for national publications, including The Times, and have been a multi-year Top-Rated Adviser on VouchedFor. I’m a FCA-certified adviser. Registration details are available on the FCA Financial Services Register – https://register.fca.org.uk/
I work with UK residents and internationally mobile professionals, entrepreneurs, and families who need expert guidance on structuring, protecting, and growing wealth across borders.
I advise on investment management, cross-border planning, inheritance and estate structuring, and the use of tax-efficient vehicles.
I am a Chartered Member of the CISI specialising in international financial planning and cross-border wealth management. I work with UK residents and internationally mobile professionals and families, helping them navigate tax, pensions, and investments. My approach is evidence-based and fee-based, focused on long-term decision-making rather than short-term market noise. I place a strong emphasis on clear thinking and communication, both in my work with clients and through my writing for national publications. My work has also been recognised through consistent client feedback, including multi-year Top-Rated Adviser recognition on VouchedFor.
Jessica Cook Chartered MCSI
Financial Planner for UK Residents and Specialist in Cross-Border Wealth for International Professionals & Globally Mobile Families
Meet Jessica Cook
Financial planning begins with your life, not your money. I help international professionals and families design their wealth with purpose, so they can enjoy today while protecting tomorrow.
I’m Jessica Cook, a UK-qualified Chartered Financial Planner, featured in the Times Guide to the UK’s Top-Rated Financial Advisers. I specialise in international financial planning, cross-border wealth management, and tax-efficient strategies for UK residents, expatriates and globally mobile families.
With a background in law, a former career at the Financial Times, and as a regular financial columnist, I help clients organise, protect, and grow their wealth with confidence.
Testimonials
I feel I have received the best advise I could have had and feel that my pension is now much better off than it was before I started to work with Jessica.
I feel I have received the best advise I could have had and feel that my pension is now much better off than it was before I started to work with Jessica.
From the start she gave open, honest and good advice. She answered all my questions clearly and helped me understand my options
From the start she gave open, honest and good advice. She answered all my questions clearly and helped me understand my options
Jessica was great, she provide guidance and advice in a way that was easy to understand. She is always available to answer my questions, offer advice and help solve any issues.
Jessica was great, she provide guidance and advice in a way that was easy to understand. She is always available to answer my questions, offer advice and help solve any issues.
Jessica provided excellent impartial sound financial advice that we have been following to great effect for the past 5-years.
Jessica provided excellent impartial sound financial advice that we have been following to great effect for the past 5-years.
